Dubois Wealth Management provides personalized investment portfolio management and financial planning services. The firm designs customized investment strategies based on each client's specific goals, risk tolerance, and time horizon, utilizing mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and options. Portfolio management services include ongoing monitoring, asset allocation, and asset selection, with the authority to make trades on the client's behalf. In addition to managing investments, Dubois Wealth Management offers financial planning covering retirement, taxes, insurance, college savings, and debt management. The firm primarily serves individuals and high-net-worth clients without requiring a minimum investment amount.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.65% |
Fees are calculated using the average month-end balance and are generally negotiable.